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SBencheikh on December 13, 2024
Hello, I would like to create a report that gives me the list of all the companies for whom we worked in the past (so we have a won opportunities) and with which we didn't have a contact in the last 12 months. Example : I was working with read more
0 upvote
1 Reply
Member
December 13, 2024 11:18
Hi @SBencheikh , Directly creating company list would be a better option for your situation. You can access it by clicking CRM -> Lists ->...read more
RevOpsProf on December 13, 2024
I've hit a roadblock building out reporting on our new sales targets I've set up using HubSpot goals. I've used goal-based reports for our VP Sale's dash which he loves but I'm now working on a view for our regional sales managers because: Y read more
0 upvote
1 Reply
Participant
December 13, 2024 07:56
@Shadab_Khan do you maybe have a solution to the problem I'm facing 🙏
SComeau on December 12, 2024
Hello, I need to report on how many days a deal is in the pipeline. Is there a field already created to report on that? Or can someone give me a simple formula? I would need "todays date"-Create Date but can't figure out how to do that. Any help a read more
1 upvote
5 Replies
Top Contributor | Gold Partner
December 12, 2024 17:32
Ah, ok. Unfortunately, when creating a calculated property in HubSpot, there's not a today() function like in Excel. The workaround I can think...read more
Solved
HGH5 on December 10, 2024
I have the lifecycle stages defined as below But when I create a report by lifecycle stage, it is missing few stages Could you help on how to configure all stages in my report? Hiran
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
December 10, 2024 14:38
@HGH5 are you using the free tools? If so, these options don't seem to be available to you, unfortunately, as I mentioned before Custom reports are...read more
Solved
CDeMares on December 09, 2024
Hi All, I’ve connected Google Ads to HubSpot, and as part of the integration, several custom events have been synced into HubSpot. However, I’m struggling to find a way to generate reports on these events within HubSpot. Does anyone have recomme read more
0 upvote
4 Replies
Accepted solution
Key Advisor | Diamond Partner
December 11, 2024 03:37
Hi @CDeMares So you already found the instructions for how to create ads audiences in HubSpot and maybe also the instructions to target Google ...read more
Solved
CMarschner on December 09, 2024
Hey folks. I have a very long pipeline with many deal stages. And we need a report in our dashboard for the conversion rate between three deal stages ("first contact", "offer sent", "deal closed"). For certain reasons, not all deals go through ALL read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
December 10, 2024 05:57
@CMarschner es werden wie gesagt nur Deals in den Bericht aufgenommen, die innerhalb des gefilterten Zeitraums (also in diesem Fall ab 1.1.2024) in...read more
Solved
NJaramillo5 on December 09, 2024
I've set up the "share via slack" automation to share a dashboard report weekly on Mondays. AEs receive a reminder a few hours before to update the report. We've made sure to refresh the report several times after being updated, before the automatio read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 09, 2024 05:30
Hi @NJaramillo5 , This sounds like unexpected behavior and I would recommend flagging it with HubSpot support directly, in-app via email or ch...read more
Solved
IOsten6 on December 08, 2024
I'm trying to create a report to show the average time it takes to close won deals over three different pipelines. I've had a play around and i'm sure there is a simple answer but struggling to find it!
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 08, 2024 23:59
Hi @IOsten6 , Are you interested in just the average time to close, just that one number? If so, here's how you would do it: Create a cust...read more
Solved
Ktamir on December 08, 2024
Hi, My customer wants a report that shows him the amount of deals at each stage per month. Rows are the deal stages, and the columns are the number of deals, per month. Any idea how this can be done?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
December 08, 2024 08:58
Hi @Ktamir , As far as I know this is only possible natively via the historical snapshots report in the sales analytics: https://knowledge.hu...read more
Solved
DaleGearhart on December 06, 2024
I am really hoping someone else has figured this out. I know Hubspot likes a week to be Monday-Sunday. But some aspects of reporting seems to like Sunday-Saturday. I am creating a combination report that shows tickets created daily, grouped by read more
1 upvote
2 Replies
Accepted solution
Most Valuable Member | Elite Partner
December 09, 2024 08:50
Hey there @DaleGearhart . The inconsistency you're experiencing with the 'First Day of Week' in HubSpot reports is a known issue that affects many u...read more
Solved
hweatherford on December 06, 2024
Hello, I'm wanting to track the number of sales activities (tasks, calls, emails) sent specifically to only company records done by our managers. I can't figure out a way to exclude sales activities to contact records. my data sources are on read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Platinum Partner
December 07, 2024 06:04
Hey @hweatherford Email addresses, and by extension most communication channels, are owned by human beings that work for companies. When we ...read more
Solved
DOz3 on December 06, 2024
Dear community, I've created a historical snapshot report that breakdown by deal stages. But, it doesn't show 2 specific stages (Deal Lost, Deal Closed) despite they are all under the same pipeline. Any help would be appreciated. Thank you read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 06, 2024 05:44
Hi @DOz3 , This is expected behavior, (in your case) unfortunately, see here: https://knowledge.hubspot.com/reports/create-sales-reports-with...read more
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